ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 152 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $659,822 | +947.3% | 13,824 | +789.6% | 0.01% | +500.0% |
| Q2 2020 | $63,000 | -68.8% | 1,554 | -71.9% | 0.00% | -75.0% |
| Q1 2019 | $202,000 | -26.8% | 5,535 | -9.8% | 0.00% | -33.3% |
| Q3 2018 | $276,000 | -67.3% | 6,134 | -66.1% | 0.01% | -71.4% |
| Q3 2017 | $845,000 | +140.1% | 18,090 | +127.9% | 0.02% | +110.0% |
| Q2 2017 | $352,000 | +23.1% | 7,939 | +15.0% | 0.01% | +25.0% |
| Q1 2017 | $286,000 | +2.5% | 6,905 | +8.4% | 0.01% | -38.5% |
| Q2 2015 | $279,000 | +16.2% | 6,370 | +17.7% | 0.01% | -7.1% |
| Q1 2015 | $240,000 | -3.2% | 5,410 | -7.4% | 0.01% | -12.5% |
| Q4 2014 | $248,000 | -52.6% | 5,841 | -49.7% | 0.02% | -55.6% |
| Q3 2014 | $523,000 | +123.5% | 11,607 | +141.0% | 0.04% | +80.0% |
| Q2 2014 | $234,000 | +15.3% | 4,816 | +14.5% | 0.02% | -4.8% |
| Q1 2014 | $203,000 | – | 4,206 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Manifold Partners, LLC | 34,500 | $1,520,000 | 14.58% |
| Lee Financial Co | 484,881 | $21,369,000 | 4.83% |
| Stelac Advisory Services LLC | 77,828 | $3,430,000 | 2.63% |
| METLIFE INC | 15,945 | $702,696 | 2.43% |
| EFG Asset Management (Americas) Corp. | 175,704 | $7,851,000 | 2.24% |
| Palisades Hudson Asset Management, L.P. | 44,167 | $1,946,000 | 1.35% |
| GYL FINANCIAL SYNERGIES, LLC | 56,554 | $2,492,000 | 1.32% |
| Vishria Bird Financial Group, LLC | 24,910 | $1,098,000 | 1.10% |
| BigSur Wealth Management LLC | 35,399 | $1,565,000 | 1.09% |
| Intercontinental Wealth Advisors, LLC | 47,227 | $2,081,000 | 1.08% |